Overview
Sell smarter and faster. Personalise engagement, shorten your sales cycle, and grow your business with Freshsales. Combine this cloud-based customer relationship management (CRM) solution with Brightpearl, and you’ll effortlessly manage interactions with your existing and potential customers. Features include one-click phone, sales lead tracking, sales management, event tracking and more.
Integration provides:
Using email address matching, customer and company profiles in Brightpearl are synchronized in Freshsales. Customer or company updates in Brightpearl are also replicated in Freshsales so you never have to worry about data management of your customers and prospects.
Sales orders created in Brightpearl are pushed to Freshsales for effortless management of your customer relationships, ensuring your prospect and customer data is up to date at all times.
With fully synchronised customer data, you’ll have everything you need to drive more sales with personalized and highly targeted comms, shortening your sales cycle and growing your business.
Scope Review
Company & Customer
Company and customers are synchronised from Brightpearl to Freshsales with sales orders
Company & Customer Updates
Updates on company and customers are synchronised from Brightpearl to Freshsales
Sales Orders
Sales orders are sent from Brightpearl to Freshsales as deals
Sales Orders Updates
Sales orders updates are sent from Brightpearl to Freshsales as deals
Purchase Payments and Reversals
Purchase payments & reversals created in Bill are posted to Brightpearl
Get in touch
For more comprehensive systems integrations, b.solutions system architecture will guide your team through the evolution of your business system set-up.
